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EXE

Expand Energy Corp

466 hedge funds and large institutions have $12.9B invested in Expand Energy Corp in 2024 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 179 increasing their positions, 151 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more call options, than puts

Call options by funds: $336M | Put options by funds: $200M

60% more funds holding in top 10

Funds holding in top 10: 1016 (+6)

19% more repeat investments, than reductions

Existing positions increased: 179 | Existing positions reduced: 151

9.01% more ownership

Funds ownership: 109.99%119% (+9%)

9% more capital invested

Capital invested by funds: $11.8B → $12.9B (+$1.02B)

1% less funds holding

Funds holding: 470466 (-4)

3% less first-time investments, than exits

New positions opened: 70 | Existing positions closed: 72

Holders
466
Holders Change
-4
Holders Change %
-0.85%
% of All Funds
6.69%
Holding in Top 10
16
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+60%
% of All Funds
0.23%
New
70
Increased
179
Reduced
151
Closed
72
Calls
$336M
Puts
$200M
Net Calls
+$137M
Net Calls Change
+$7.56M
Name Holding Trade Value Shares
Change
Change in
Stake
GRA
101
Goehring & Rozencwajg Associates
New York
$9.25M +$481K +6,306 +6%
IP
102
Interval Partners
New York
$9.17M +$8.52M +111,532 New
HCM
103
Hodges Capital Management
Texas
$8.74M -$2.8M -36,645 -26%
Wells Fargo
104
Wells Fargo
California
$8.52M -$640K -8,380 -7%
AFA
105
Alta Fundamental Advisers
New York
$8.29M
LFCM
106
Long Focus Capital Management
Puerto Rico
$8.25M
AB
107
Amalgamated Bank
New York
$8.17M +$1.99M +26,053 +36%
Marshall Wace
108
Marshall Wace
United Kingdom
$8.06M +$7.48M +98,001 New
HSBC Holdings
109
HSBC Holdings
United Kingdom
$8.06M -$2.35M -30,813 -24%
Mitsubishi UFJ Trust & Banking
110
Mitsubishi UFJ Trust & Banking
Japan
$7.93M +$3.19M +41,784 +77%
EIP
111
Easterly Investment Partners
Massachusetts
$7.89M +$585K +7,656 +9%
BP
112
Bandera Partners
New York
$7.81M
Stifel Financial
113
Stifel Financial
Missouri
$7.66M +$847K +11,088 +14%
Jane Street
114
Jane Street
New York
$7.57M -$10.3M -135,092 -59%
Pictet Asset Management
115
Pictet Asset Management
Switzerland
$7.23M +$3.95M +51,755 +143%
CB
116
Cadence Bank
Mississippi
$7.22M +$51.6K +676 +0.8%
PMAM
117
Picton Mahoney Asset Management
Ontario, Canada
$7.21M +$130K +1,709 +2%
SCM
118
SIR Capital Management
New York
$6.99M +$6.49M +85,000 New
TRSOTSOK
119
Teachers Retirement System of the State of Kentucky
Kentucky
$6.87M -$74.1K -970 -1%
Rafferty Asset Management
120
Rafferty Asset Management
New York
$6.79M +$404K +5,286 +7%
EF
121
Empowered Funds
Pennsylvania
$6.77M +$1.57M +20,507 +33%
New York State Teachers Retirement System (NYSTRS)
122
New York State Teachers Retirement System (NYSTRS)
New York
$6.47M -$380K -4,971 -6%
Ohio Public Employees Retirement System (OPERS)
123
Ohio Public Employees Retirement System (OPERS)
Ohio
$6.39M +$1.16M +15,177 +24%
Comerica Bank
124
Comerica Bank
Texas
$6.34M +$5.88K +77 +0.1%
BCM
125
Brigade Capital Management
New York
$6.34M +$5.89M +77,120 New

EXE Hedge Fund Activity: Q3 2024 in Review

466 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Expand Energy Corp (EXE) for Q3 2024, worth a combined $12.9B — up 8.6% from $11.8B a quarter earlier.

Sellers outnumbered buyers: 72 funds closed out of EXE and 70 opened new positions — a net loss of 2 holders — while 151 trimmed existing stakes and 179 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $318M. The largest seller was Wellington Management Group, cutting an estimated $153M.

  • 466 institutional investors held Expand Energy Corp (EXE) as of Q3 2024, down from 470 in Q2 2024.
  • Funds reported $12.9B of Expand Energy Corp stock for Q3 2024, up 8.6% quarter-over-quarter.
  • 70 funds opened new Expand Energy Corp positions in Q3 2024 and 72 closed out, a net change of -2 holders.
  • The largest Expand Energy Corp buyer in Q3 2024 was T. Rowe Price Associates, an estimated $318M added.
  • The largest Expand Energy Corp seller in Q3 2024 was Wellington Management Group, an estimated $153M sold.

Based on aggregated 13F filings for Q3 2024.